SWM
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Segment Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Segment Wealth Management’s Portfolio FLOT Stock Details FLOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-41,825
Closed -$2.13M – 219
2018
Q2 		$2.13M Buy
41,825
+5,805
+16% +$296K 0.5% 70
2018
Q1 		$1.83M Buy
+36,020
New +$1.83M 0.46% 74